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Cozad Asset Management Inc

● SEC registered since 1982CRD 104764SEC# 801-18060Champaign, IL
Export (members)
Reg. AUM
$2.24B
Employees
29
Accounts
3,424
Location
Champaign, IL

Cozad Asset Management Inc assets under management

Cozad Asset Management Inc is an SEC-registered investment adviser based in Champaign, IL. The firm has been registered since 1982. It reports $2.2 billion in regulatory assets under management and employs 29 people.

Cozad Asset Management Inc owners & executives

14 reported
NameTitleOwnershipSince
Anne Joelle Storsved ControlDirector Of Tax Department & DirectorUnder 5%2013
B. Joseph White ControlDirectorUnder 5%2021
Braden Lee Anderson ControlChief Financial Officer, Secretary & TreasurerUnder 5%2021
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Frequently asked questions

How much does Cozad Asset Management Inc manage?

Cozad Asset Management Inc reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Cozad Asset Management Inc have?

Cozad Asset Management Inc reports 29 employees.

Where is Cozad Asset Management Inc located?

Cozad Asset Management Inc is based in Champaign, IL and has been SEC-registered since 1982.

Does Cozad Asset Management Inc disclose fund performance?

Cozad Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2501 Galen Drive, Champaign, IL 61821-7005
Phone217-356-8363
Fax217-355-1359
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK709428
Discloses disciplinary historyYes

Assets under management

Discretionary$2.17B
Non-discretionary$68.9M
Total (RAUM)$2.24B